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Director, Investment Management

CAZ Investments

Houston, TX, USA
2 months ago
Salary
$250k - $275k
Experience
10+ years
Type
Full-Time
Strategy
Other
Team
Investing
Firm AUM
$0.65B

CAZ Investments is looking for a Director of Investment Management to join their team in Houston, TX. In this role, you’ll be responsible for articulating sophisticated investment strategies and leading the Investment Management department. You’ll work closely with the Capital Formation Team and engage with investors, providing them with unique investment opportunities. This position offers a chance to make a significant impact in a firm that values personal investment alongside its partners.

What You’ll Do

  • Explain complex investment strategies to team members and partners.
  • Create investment-focused materials to support the Capital Formation Team.
  • Lead and educate the Investment Management Team.
  • Present to prospective investors in various settings.
  • Engage with financial media in different formats.
  • Participate in industry conferences as a representative of the firm.

What You Need

  • Bachelor’s degree in Finance, Economics, or a related field.
  • 10+ years of investment industry experience.
  • Strong leadership and project management skills.
  • Expertise in alternative investments like private equity and hedge funds.
  • Outstanding verbal presentation skills.
  • Exceptional organizational and written communication skills.
  • Deep understanding of core financial concepts.
  • Experience with DealCloud, Bloomberg, and Caissa software is a plus.

What You’ll Love

  • Competitive base salary with bonus opportunities based on performance.
  • Generous PTO plan and excellent benefits portfolio.
  • Opportunity to work with a team that invests personal capital alongside partners.
  • Access to unique investment opportunities not available to most investors.

About the Firm

  • Founded in 2001 with backing from respected Texas families.
  • Focuses on finding excellent investment opportunities.
  • Offers exclusive access to unique alternatives.
  • Has a strong alignment of interests with investors.
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